tag:blogger.com,1999:blog-3584696203336871201.post4099597081817026631..comments2016-07-20T06:26:31.100-07:00Comments on Dividend Growth Investor: How to monitor your dividend investmentsDhttp://www.blogger.com/profile/11197290990687067072noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-3584696203336871201.post-1710531597822090562015-04-20T22:47:19.092-07:002015-04-20T22:47:19.092-07:00I have a tough time convincing myself to sell a st...I have a tough time convincing myself to sell a stock just because its stock price has risen dramatically. Or are there other reasons that a dividend growth stock with a long track record of consecutive dividend raises would become overvalued? As you point out, if you&#39;re still accumulating, you could defer money to other stocks in your portfolio and indirectly address overweight conditions.FerdiShttps://www.blogger.com/profile/05008021146951839361noreply@blogger.comtag:blogger.com,1999:blog-3584696203336871201.post-12494461512232373422015-04-19T12:42:49.037-07:002015-04-19T12:42:49.037-07:00Hey Keith, your question&#39;s answered at the end...Hey Keith, your question&#39;s answered at the end of the article man. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-3584696203336871201.post-65563573649654139872015-04-19T09:15:56.565-07:002015-04-19T09:15:56.565-07:00KeithX,
Having been a DG investor since the early ...KeithX,<br />Having been a DG investor since the early 1970&#39;s, I have been careful to stop &quot;adding&quot; to a position when it gets above 5% of my portfolio. If it gets to 10% or higher, then I will sell enough to get it down below 10%. This is based (loosely) on studies and research by William Bernstein, MD who has written articles/ books about portfolio diversification, asset allocation, etc. He says NEVER let a single stock become 10% or higher of your portfolio, too much &quot;single company&quot; risk.William Green IIIhttps://www.blogger.com/profile/03747675006049182560noreply@blogger.comtag:blogger.com,1999:blog-3584696203336871201.post-18735217939506924392015-04-19T05:27:31.384-07:002015-04-19T05:27:31.384-07:00Not sure how this never got replied to. In the ide...Not sure how this never got replied to. In the ideal situation, i would never sell. For a company that ends up too large as a position, i would use its dividends elsewhere and never add to again. I am in the accumulation phase, so. 7% exposure to on stock could be less if i add fresh cash monthly and buy other stuff. In retirement, i would likely keep it constant. If i have leftover cash, i will add to other positionsDividend Growth Investorhttp://www.dividendgrowthinvestor.com/noreply@blogger.comtag:blogger.com,1999:blog-3584696203336871201.post-43437435961803611182015-04-19T05:05:17.056-07:002015-04-19T05:05:17.056-07:00Funny, got a link back here and noticed you never ...Funny, got a link back here and noticed you never did answer my question. :)KeithXhttps://www.blogger.com/profile/02811016563226771174noreply@blogger.comtag:blogger.com,1999:blog-3584696203336871201.post-2552968774527500412014-04-14T15:46:20.817-07:002014-04-14T15:46:20.817-07:00DGI, is there a point at which a stock is too big ...DGI, is there a point at which a stock is too big of a percentage of your portfolio that it triggers a sell? My wife and I have 40 stocks, coincidentally, and they are between 1 and 7% of our portfolio. I am comfortable holding larger stakes in companies that I think have less risk, and smaller stakes in others. I guess if something took off I might be tempted to sell some of it and buy stock in companies that looked to have a higher value at the time.KeithXhttps://www.blogger.com/profile/02811016563226771174noreply@blogger.com